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TD Ameritrade Investment Management’s Altria Group MO Stock Holding History

TD Ameritrade Investment Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,960
Closed -$179K – 301
2023
Q2 		$179K Sell
3,960
-618
-13% -$28K ﹤0.01% 177
2023
Q1 		$204K Sell
4,578
-896
-16% -$41.2K ﹤0.01% 177
2022
Q4 		$250K Sell
5,474
-1,793
-25% -$81.2K ﹤0.01% 182
2022
Q3 		$293K Sell
7,267
-1,340
-16% -$58.5K ﹤0.01% 180
2022
Q2 		$360K Buy
8,607
+797
+10% +$41.3K ﹤0.01% 184
2022
Q1 		$408K Buy
7,810
+566
+8% +$28.8K ﹤0.01% 197
2021
Q4 		$343K Sell
7,244
-988
-12% -$45.3K ﹤0.01% 208
2021
Q3 		$318K Buy
8,232
+2,434
+42% +$118K ﹤0.01% 185
2021
Q2 		$276K Sell
5,798
-476
-8% -$23.4K ﹤0.01% 211
2021
Q1 		$257K Hold
6,274
– – ﹤0.01% 203
2020
Q4 		$257K Sell
6,274
-1,958
-24% -$78.6K ﹤0.01% 203
2020
Q3 		$318K Sell
8,232
-1,116
-12% -$46.4K ﹤0.01% 185
2020
Q2 		$367K Buy
9,348
+6,736
+258% +$263K ﹤0.01% 180
2020
Q1 		$101K Buy
2,612
+92
+4% +$4.08K ﹤0.01% 236
2019
Q4 		$126K Buy
2,520
+733
+41% +$34.6K ﹤0.01% 229
2019
Q3 		$73K Sell
1,787
-1,063
-37% -$48.9K ﹤0.01% 243
2019
Q2 		$135K Buy
2,850
+1,745
+158% +$91.4K ﹤0.01% 193
2019
Q1 		$63K Sell
1,105
-884
-44% -$45.2K ﹤0.01% 222
2018
Q4 		$98K Sell
1,989
-56
-3% -$3.25K ﹤0.01% 187
2018
Q3 		$123K Buy
2,045
+932
+84% +$55.3K ﹤0.01% 164
2018
Q2 		$63K Buy
+1,113
New +$64.2K ﹤0.01% 129

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's MO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Altria Group (MO) in Q3 2023, closing a stake of 3,960 shares — an estimated $179K sold.

TD Ameritrade Investment Management first reported a position in MO in Q2 2018 and held it in 21 quarters. The position peaked at $408K in Q1 2022. 1,837 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,960 Altria Group shares in Q3 2023, an estimated $179K.
  • TD Ameritrade Investment Management first reported a position in Altria Group in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Altria Group position peaked at $408K in Q1 2022.
  • 1,837 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.